Team Registration Form Builder - Step 4 and 5

15 Nov

In this tutorial, we're going to cover how you create a team registration form. This is step 4 and 5 of a 5 step process.

  1. Log in to the Control Panel. Go to the PEOPLE Menu

  2. Click "Team Registration Forms"

  3. Select Edit next to the form you created in step 1.

  4. Click on Step 4 to access Policies and Consent information.

Step 4 - Policies and Consent

  1. Enter a waiver (or a link to an existing waiver)

  2. Enter a privacy policy (or link to an existing policy)

  3. Enter a refund policy

  4. Enter the organization's contact information including a physical address

  5. Select a consent option

a. If no consent is required, select No from the dropdown list

b. If consent is required in the form of a check box, select Yes - Checkbox from the dropdown list

c. If consent is required in the form of text input, select Yes - Name Input from the drop down list

d. Enter the consent terms (typically "Click here to agree to the above policy information" for example)

6. Instructions can be added below the Policies by clicking the link to "Click here to insert additional information at the bottom of the form."

7. Click "Save Policies and Consent Information" and proceed to step 5

Step 5 - Confirmations for Completed Registrations

  1. If desired, click to insert additional information on the final page of the registration process.

  2. Select the Confirmation Email or Acceptance Email tab to edit the email messages

  3. Confirmation Email - This email is sent to the main contact of the team upon submitting the Team Event Registration form

a. Enter the From name and email address. This will serve as the reply-to email address for the recipient
b. If a copy of each registration should be sent to a specific email address, enter the email address in the Copy To (bcc) line. Up to two (2) email addresses can be entered
c. Enter the email subject line
d. Enter the email body. Take advantage of the various text placeholders available to include personalized information in the confirmation email.

4. Acceptance Email - This is the email that is sent when the team has been accepted into the event

a. Enter the From name and email address. This will serve as the reply-to email address for the recipient
b. If a copy of each registration should be sent to a specific email address, enter the email address in the Copy To (bcc) line. Up to two (2) email addresses can be entered
c. Enter the email subject line
d. Enter the email body. Take advantage of the various text placeholders available to include personalized information in the confirmation email.

5. Click to "Save Confirmation Information" and preview your form

Preview Form

  1. Fill in the required information throughout the form

  2. Select the appropriate registration option and method of payment

  3. Provide consent if required

  4. Click "Submit Team Registration"

Publish Form

  1. Log in to the Control Panel

  2. Click "Team Registration Forms"

  3. Click "Publish" and view your form

See Also:

Step 1: http://faq.goalline.ca/faq/team-registration-form-builder-step-1-of-5

Step 2: http://faq.goalline.ca/faq/team-registration-form-builder-step-2-of-5

Step 3: http://faq.goalline.ca/faq/team-registration-form-builder-step-3-of-5

Step 4: http://faq.goalline.ca/faq/team-registration-form-builder-step-4-of-5

Step 5: http://faq.goalline.ca/faq/team-registration-form-builder-step-5-of-5

Preview and Publishing a Team Registration Form: http://faq.goalline.ca/faq/preview-and-publishing-a-team-registration-form